See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,047 | $59,101+42.2% | $77,163+8.9% | $75,163+11.8% |
| Participation rate | 25.0% | 63.9%-38.9pp | 69.6%-44.6pp | 67.2%-42.2pp |
| Annual return | 19.67% | 26.71%-7.0pp | 37.87%-18.2pp | 160.62%-140.9pp |
| Employer contribution / active EE | $778 | $1,995-61.0% | $2,535-69.3% | $2,670-70.9% |
| Participant deferral / active EE | $2,435 | $2,999-18.8% | $3,833-36.5% | $4,125-41.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |